Tax Director: Strategic Leader for Complex Portfolios

Sorren; Medford (OR); Hybrid; USD 170,000 - 250,000; Full time

Benefits offered by this job

Paid time off

Medical coverage

401(k) plan

Parental leave

CPA exam support

Job summary

Sorren is seeking a senior tax leader in the United States to steer the tax function for complex client portfolios, including high-net-worth individuals and cross-border entities. You will guide planning, compliance, and strategic tax optimization across multi-entity groups.

You will collaborate with estate, SALT, international teams and external advisors to deliver integrated solutions, drive profitability, and mentor senior managers toward technical excellence and growth.

Qualifications

• 10+ years of experience in tax preparation.
• CPA license or eligible.
• Bachelor’s degree in accounting or related field.
• Expert-level command of U.S. tax law across federal, state, and local jurisdictions.
• Proven track record in leading sophisticated tax planning engagements for high-net-worth individuals, multi-entity structures, and cross-border operations.

Responsibilities

• Lead the strategic vision and execution of the tax function across complex client portfolios including high-net-worth individuals and cross-border businesses.
• Oversee the quality of the most complex tax engagements from planning through compliance.
• Serve as a primary advisor on advanced tax strategies such as M&A structuring and succession planning.
• Develop and lead engagement strategies with internal and external specialists to deliver solutions.

Skills

Tax prep

CPA license

Bachelor's degree in accounting

US tax law

M&A structuring

Estate planning

Cross-border

Leadership

Communication

Client relationships

Education

CPA license or eligible

Bachelor’s degree in accounting

Tools

Tax software

Job description

Sorren is seeking a senior tax leader in the United States to steer the tax function for complex client portfolios, including high-net-worth individuals and cross-border entities. You will guide planning, compliance, and strategic tax optimization across multi-entity groups.

You will collaborate with estate, SALT, international teams and external advisors to deliver integrated solutions, drive profitability, and mentor senior managers toward technical excellence and growth.